JJ
Jason S. Javers
STRATEGIC ADVISERS LLC
AVON LAKE, OH
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CRD#: 5485854
JJ
Professional summary
Jason S. Javers, who also goes by Jason S Javers, Jason Samuel Javers, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Avon Lake, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jason has worked at 10 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason S Javers | Jason Samuel Javers
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-113246|OrgNmn:Onholiday30a|Org Addr:Watersound,Florida,US|OBA Nature:LLC holding rental property us|Invst Rel:Y|Title:Partner|Duties:I am responsible for the home financially. We will be using a management company, and I will have limited involvement outside of paying invoic|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jason S. Javers's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
AVON LAKE, OH
Current
October 18, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917BD
CRD#: 7784
Smithfield, RI
Past
November 23, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
AVON LAKE, OH
Past
July 31, 2020 - November 1, 2021
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
BEACHWOOD, OH
Past
July 30, 2020 - November 1, 2021
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
BEACHWOOD, OH
Past
June 24, 2020 - July 15, 2020
CITIZENS SECURITIES, INC.
RIA
CRD#: 39550
FAIRVIEW PARK, OH
Past
June 23, 2020 - July 15, 2020
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
FAIRVIEW PARK, OH
Past
July 12, 2019 - May 15, 2020
FISHER INVESTMENTS
RIA
CRD#: 107342
AVON, OH
Past
August 20, 2014 - July 9, 2019
FORESIDE DISTRIBUTION SOLUTIONS, LLC
BD
CRD#: 118787
CLEVELAND, OH
Past
July 16, 2014 - July 5, 2019
PNC CAPITAL ADVISORS LLC
RIA
CRD#: 151829
CLEVELAND, OH
Past
May 17, 2013 - July 7, 2014
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
CLEVELAND, OH
Past
May 17, 2013 - July 7, 2014
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
CLEVELAND, OH
Past
August 5, 2009 - May 7, 2013
EDWARD JONES
RIA
CRD#: 250
AVON LAKE, OH
Past
July 17, 2009 - May 7, 2013
EDWARD JONES
BD
CRD#: 250
AVON LAKE, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/18/2021)
RR
Alaska(10/18/2021)
RR
Arizona(10/18/2021)
RR
Arkansas(10/18/2021)
RR
California(10/18/2021)
RR
Colorado(10/18/2021)
RR
Connecticut(10/18/2021)
RR
Delaware(10/18/2021)
RR
District of Columbia(10/18/2021)
RR
Florida(10/18/2021)
RR
Georgia(10/18/2021)
RR
Hawaii(10/18/2021)
RR
Idaho(10/18/2021)
RR
Illinois(10/18/2021)
RR
Indiana(10/18/2021)
RR
Iowa(10/18/2021)
RR
Kansas(10/18/2021)
RR
Kentucky(10/18/2021)
RR
Louisiana(10/18/2021)
RR
Maine(10/18/2021)
RR
Maryland(10/18/2021)
RR
Massachusetts(10/18/2021)
RR
Michigan(10/18/2021)
RR
Minnesota(10/18/2021)
RR
Mississippi(10/18/2021)
RR
Missouri(10/18/2021)
RR
Montana(10/18/2021)
RR
Nebraska(10/18/2021)
RR
Nevada(10/18/2021)
RR
New Hampshire(10/18/2021)
RR
New Jersey(10/18/2021)
RR
New Mexico(10/18/2021)
RR
New York(10/18/2021)
RR
North Carolina(10/18/2021)
RR
North Dakota(10/18/2021)
RR
Ohio(10/18/2021)
IAR
Ohio(3/31/2025)
RR
Oklahoma(10/18/2021)
RR
Oregon(10/18/2021)
RR
Pennsylvania(10/18/2021)
RR
Puerto Rico(10/18/2021)
RR
Rhode Island(10/18/2021)
RR
South Carolina(10/18/2021)
RR
South Dakota(10/18/2021)
RR
Tennessee(10/18/2021)
RR
Texas(10/18/2021)
IAR
Texas(3/31/2025)
RR
Utah(10/18/2021)
RR
Vermont(10/18/2021)
RR
Virgin Islands(10/18/2021)
RR
Virginia(10/18/2021)
RR
Washington(10/18/2021)
RR
West Virginia(10/18/2021)
RR
Wisconsin(10/18/2021)
RR
Wyoming(10/18/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
